FINDING THE BEST PRODUCT
Finding the best product is about truly understanding your client's unique needs and goals. This step focuses on aligning their priorities with the right solutions, ensuring they feel confident and cared for every step of the way. By combining your expertise with empathy, you can offer tailored recommendations that make a lasting impact. Let’s explore how to match the right product to the right person, every time.
Quility Solutions for Finding the Best Products
Our cutting-edge systems and technology are designed to streamline the process of finding the perfect product for your clients. By leveraging powerful tools and automation, you can save time, reduce guesswork, and focus on what truly matters: building trust and providing value.
Product Search Tools
Instantly access a curated database of products to match your clients’ needs with precision and confidence.
Data-Driven Insights
Utilize analytics to uncover trends and make informed decisions that benefit both you and your clients.
Time-Saving Automation
Automate repetitive tasks and focus on meaningful conversations with clients by letting technology do the heavy lifting.
Search Medications & Conditions
đź“‹ Health Issue Scripts for Agents
Do you smoke Cigarettes or Cigars?
How often?
Are you planning on quitting?
If they say they Quit: When was your last cigarette or the last time you used tobacco or nicotine?
How many years ago was your Heart Attack?
Do you remember the exact month and year?
What medications are you taking to control that?
What medications are you currently being prescribed?
Any issues with Heart Attack, Angina, Chest Pains?
How many years ago was your Stroke?
What medications are you being prescribed for that now?
Type of Cancer?
When were you Diagnosed?
Any Chemo or Radiation?
When was your last treatment?
Do you know what stage it was? Gleason Score? PSA level (if Prostate Cancer)?
When were you Diagnosed?
Are you taking Insulin or just oral medication like Metformin?
Do you remember your last A1C or Blood sugar reading?
Have you been diagnosed with Neuropathy?
Using Virtual Mentor
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Find best-fit products for your clients.
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Generate real-time quotes.
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On-the-go access to carrier quoting tools, applications, agent guides and more.
Ready to Get Started?
Join
Select
Access
Assuming you have completed steps 1-4, you have already setup Virtual Mentor. If not, watch this short video to learn how!
Using Switchboard Funnel
Funnel is your all-in-one sales enablement platform, delivering a simplified, intuitive and effective digital sales experience. Every component of an agent's workflow — from lead nurturing to product recommendations and quoting — is encompassed within Switchboard Funnel's single interface.
Ready to Get Started?
Funnel is brand new to SFG and is still being rolled out, to claim your spot and join the waitlist complete this form!
Click Here!Assuming you have completed steps 1-4, you have already setup Switchboard Funnel. If not, watch this short video to learn how!
Consult Your Mentor
Consulting with your mentor is a critical component of the appointment preparation process. Your mentor brings a wealth of experience and insights that can help you refine your approach, address potential challenges, and confidently present solutions to your clients. By reviewing your case details and discussing strategies, your mentor can provide personalized guidance on product selection, overcoming objections, and navigating complex scenarios. This collaboration ensures that you are fully prepared to meet your client's needs, demonstrate professionalism, and maximize the impact of your appointment. Leverage your mentor's expertise to build trust, enhance your skillset, and set the stage for long-term success.
